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Sun Pharma launches Ilumya® in India for Plaque Psoriasis treatment
Sun Pharmaceutical Industries Ltd. has launched Ilumya® in India, a global innovative drug for treating moderate-to-severe plaque psoriasis. Clinical studies in India showed a 75% skin clearance in 62.3% of patients at Week 12, increasing to 93.9% at Week 28. A 90% skin clearance was observed in 26.3% of patients at Week 12, rising to 78.1% at Week 28. Ilumya is already available in 35 countries and has shown long-lasting skin clearance.
Key Highlights
75% skin clearance seen in 62.3% of patients at Week 12
90% skin clearance seen in 26.3% of patients at Week 12
93.9% of patients achieved 75% skin clearance at Week 28
78.1% of patients achieved 90% skin clearance at Week 28
Ilumya is available in 35 countries
💼 Action for Investors
This launch indicates Sun Pharma's focus on innovative products; investors should monitor the drug's market reception and its impact on the company's dermatology segment revenue. Keep an eye on future announcements regarding the drug's sales and profitability in the Indian market.
Tilaknagar Industries Completes ₹3,442 Cr Acquisition of Imperial Blue from Pernod Ricard
Tilaknagar Industries (TI) has finalized the acquisition of the Imperial Blue brand business from Pernod Ricard India for a cash consideration of ₹3,442.34 crores. This transformational deal marks TI's entry into the whisky segment, the largest category in the Indian Made Foreign Liquor (IMFL) market, where Imperial Blue holds a 9% volume share. The acquired business reported a turnover of ₹3,067 crores for the period April 2024 to March 2025. Economic ownership transferred on December 01, 2025, positioning TI as a leading player in both brandy and whisky.
Key Highlights
Acquisition completed for a lump sum cash consideration of ₹3,442.34 crores on a slump sale basis.
Imperial Blue is the 3rd largest IMFL brand in India with sales of 22.4 million cases in FY25 (estimated).
A deferred consideration of EUR 28 million is payable after 4 years on November 30, 2029.
The deal provides TI with a PAN India presence and entry into the whisky category, complementing its brandy portfolio.
Target business turnover for the period April 2024 to March 2025 stood at ₹3,067 crores.
💼 Action for Investors
This is a major growth milestone that significantly scales TI's revenue base and market reach. Investors should monitor the company's leverage levels following this large cash outlay and the subsequent margin profile of the integrated business.
Glenmark's Aurangabad Facility Receives Zero Observations from US FDA Inspection
Glenmark Pharmaceuticals has successfully completed a US FDA Pre-Approval Inspection (PAI) at its formulations manufacturing facility in Chhatrapati Sambhajinagar (Aurangabad). The inspection was conducted from November 24 to November 28, 2025, and concluded with zero Form 483 observations. This clean audit report is a significant positive for the company, as it indicates full compliance with US regulatory standards. It clears a major hurdle for the approval and launch of new products from this facility into the US market.
Key Highlights
US FDA completed a Pre-Approval Inspection (PAI) at the Aurangabad formulations facility.
The inspection took place over five days from November 24 to November 28, 2025.
The audit concluded with zero Form 483 observations, the best possible regulatory outcome.
Successful inspection paves the way for future product approvals and exports to the US market.
💼 Action for Investors
Investors should view this as a strong positive development that reduces regulatory risk and supports future growth in the US market. No immediate action is required other than maintaining a positive outlook on the stock's compliance profile.
Thyrocare Allots 10.61 Crore Bonus Equity Shares in 2:1 Ratio
Thyrocare Technologies has successfully allotted 10,61,07,794 bonus equity shares to eligible shareholders as of the record date, November 28, 2025. The bonus issue was executed in a 2:1 ratio, meaning shareholders received two new shares for every one share held. This corporate action has increased the company's total paid-up share capital from Rs. 53.05 crore to Rs. 159.16 crore. The total number of outstanding equity shares has tripled to 15,91,61,691 shares.
Key Highlights
Allotment of 10,61,07,794 fully paid-up bonus equity shares of Rs. 10 each
Bonus ratio of 2:1 implemented for all eligible members as of November 28, 2025
Total paid-up share capital increased from 5,30,53,897 to 15,91,61,691 equity shares
Post-bonus paid-up capital value stands at Rs. 159,16,16,910
New shares rank pari-passu in all respects with existing equity shares
💼 Action for Investors
Investors should account for the tripled share count in their portfolios and note that the stock price has adjusted to reflect the 2:1 bonus. No further action is required as the allotment is now complete.
Adani Green operationalizes 200 MW power projects, total capacity at 16,929.8 MW
Adani Green Energy Limited (AGEL) has announced the operationalization of an aggregate of 200 MW power projects at Khavda, Gujarat through its stepdown subsidiaries. This includes 75 MW from Adani Renewable Energy Fifty Six Limited and 125 MW from Adani Renewable Energy Fifty Seven Limited. With this commissioning, AGEL's total operational renewable generation capacity has increased to 16,929.8 MW. The decision to operationalize these plants was made on November 30, 2025, and power generation commenced on December 01, 2025.
Key Highlights
Operationalized 200 MW power projects at Khavda, Gujarat
Total operational renewable generation capacity increased to 16,929.8 MW
75 MW capacity from Adani Renewable Energy Fifty Six Limited
125 MW capacity from Adani Renewable Energy Fifty Seven Limited
💼 Action for Investors
This expansion of operational capacity is a positive sign. Investors should monitor the company's progress in achieving its renewable energy targets and its impact on revenue and profitability.
South West Pinnacle to explore its own coal block in Jharkhand
South West Pinnacle Exploration Limited has been notified as an accredited prospecting agency to explore coal and lignite. This allows the company to commence exploration for its Jogeshwar and Khas Jogeshwar coal block in Jharkhand, allocated by the Ministry of Coal. The company has a coal block spread across 266 Hectares, having Geological Reserves of over 84 million tons. This accreditation is expected to reduce GR approval time and accelerate mine development.
Key Highlights
Allocated Jogeshwar and Khas Jogeshwar coal block in Jharkhand.
Coal block spread across 266 Hectares.
Geological Reserves of over 84 million tons.
Completed approximately 2.9 million meters of drilling.
Completed 515 sq.km. of 3D Seismic surveys.
💼 Action for Investors
Investors should monitor the progress of exploration and development activities in the Jharkhand coal block. Keep an eye on future announcements regarding production timelines and potential revenue generation.
SML Mahindra Reports 102% YoY Sales Growth in November 2025
SML Mahindra Limited delivered an exceptional performance in November 2025, with total sales doubling to 1,087 units from 539 units in the previous year. The growth was broad-based, with the passenger vehicle segment surging 116% and cargo vehicles growing by 83%. On a cumulative basis for the April-November period, the company has recorded a 15% growth in total volumes, reaching 10,291 units. This significant monthly jump suggests strong demand and improved market positioning in the commercial vehicle segment.
Key Highlights
Total monthly sales increased by 102% YoY to 1,087 units in November 2025
Passenger vehicle sales grew 116% YoY, reaching 658 units compared to 304 units
Cargo vehicle sales saw an 83% YoY increase to 429 units
Cumulative sales for April-November 2025 rose 15% to 10,291 units from 8,967 units
💼 Action for Investors
The robust triple-digit growth in monthly volumes is a strong positive signal for the stock. Investors should watch for sustainability of these margins and volume growth in the upcoming quarters to assess long-term valuation re-rating.
SWSOLAR: Gets ₹1,381 Cr Orders from Adani Green Energy
Sterling and Wilson Renewable Energy (SWREL) has secured orders worth approximately ₹1,381 crore from Adani Green Energy for three solar power projects at Khavda Renewable Energy Park, Gujarat. This order involves a Balance of System (BOS) package, including supply of goods and onsite services. SWREL has also signed a 5-year Strategic Partnership Framework Agreement with Adani Green. With this order, SWREL's order inflows this fiscal have exceeded ₹6,450 crore.
Key Highlights
Secured orders worth approximately ₹1,381 crore from Adani Green Energy.
Signed a 5-year Strategic Partnership Framework Agreement with Adani Green.
Executing ~6 GW in the Khavda region with ~5 GW scheduled to be completed in this fiscal.
Achieved more than ₹6,450 crore of order inflows this fiscal.
💼 Action for Investors
The significant order from Adani Green Energy is a positive sign. Investors should monitor the company's progress in executing these projects and its impact on future revenue and profitability.
Lupin Gets U.S. FDA Approval for First Biosimilar Armlupeg™ Targeting $1.3 Billion Market
Lupin Limited has achieved a major milestone with the U.S. FDA approval of Armlupeg™, its first biosimilar for the U.S. market. The product is a biosimilar to Neulasta® (Pegfilgrastim) and targets a substantial market with estimated annual U.S. sales of USD 1,295 million as of September 2025. This approval validates Lupin's Pune-based biotech facility and its end-to-end biologic development capabilities. The company intends to leverage this approval to launch a broader portfolio of biosimilars in the coming years.
Key Highlights
Received U.S. FDA approval for Armlupeg™ (pegfilgrastim-unne) 6 mg/0.6 mL injection.
Targets the U.S. Pegfilgrastim market valued at approximately USD 1,295 million annually per IQVIA MAT Sept 2025.
Marks Lupin's first-ever biosimilar approval in the United States market.
Product will be manufactured at Lupin’s dedicated biotech facility in Pune, India.
Indicated for decreasing infection incidence in patients receiving myelosuppressive anti-cancer drugs.
💼 Action for Investors
This approval is a significant positive trigger that de-risks Lupin's biotech pipeline and opens a high-value revenue stream. Investors should monitor the commercial launch and market share capture in the competitive U.S. biosimilar space.
Maruti Suzuki: Amalgamation of Suzuki Motor Gujarat (SMG) Effective
Maruti Suzuki India Limited (MSIL) has announced the successful amalgamation of its wholly-owned subsidiary, Suzuki Motor Gujarat Private Limited (SMG), effective from December 1, 2025. The appointed date for the scheme is April 1, 2025. As a result of the amalgamation, the authorized share capital of the company has increased by ₹150,000,000,000. The Memorandum of Association (MOA) has been updated to reflect this change, with a revised authorized share capital of ₹168,755,000,000 divided into 33,751,000,000 equity shares of ₹5 each.
Key Highlights
Scheme of Amalgamation of Suzuki Motor Gujarat Private Limited (SMG) is effective from 1st December 2025.
Increase in authorised share capital by ₹150,000,000,000.
Revised authorised share capital of ₹168,755,000,000.
33,751,000,000 equity shares of ₹5 each.
💼 Action for Investors
Investors should note the increase in authorized share capital and monitor how the amalgamation of SMG impacts Maruti Suzuki's future performance and operational efficiencies. This restructuring could lead to long-term benefits, but it's essential to assess the company's strategic direction following this change.